智通财经APP获悉，卫龙美味(09985)涨超7%，截至发稿，涨7.47%，报17.56港元，成交额4034.58万港元。
消息面上，国泰海通证券认为，魔芋作为健康食材顺应消费趋势、成长空间大，魔芋零食大单品放量叠加渠道扩张助力，驱动魔芋零食龙头高成长。该行指出，卫龙、盐津在魔芋品类具备先发优势以及品牌、供应链、渠道的综合竞争优势，当前份额占比较高，2024年卫龙蔬菜制品营收33.7亿元、同比增长59%，产量增速超80%，魔芋零食市场份额60%+。
摩根士丹利指出，卫龙美味基本面在中国必需消费品板块中依然突出，预测其2025财年销售额将增长22%，将目标价由9.3港元上调至18.1港元。据该行的渠道检查，卫龙美味2025年首季度销售趋势乐观，同比增长约30%。与大多数其他必需消费品企业相比，在宏观环境尚未回暖情况下，这些数字表现突出。其中，魔芋产品是主要驱动力，去年销售贡献达54%。该行预测2025年魔芋销售额将增长30%以上，受到持续的渠道扩张、销售点增加及新口味渗透的推动。
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